Export WBS structure to Excel

I am evaluating VP as the main repository for our Product Breakdown Structure for a robotic system. One of the main drivers here is the ability of VP to generate PBS codes (1, 1.1, 1.1.1 etc.) that I can use to set the coding for the engineering in AutoDesk Inventor.

However, as useful as the diagram itself may be, I can’t seem to export the codes themselves; when I export to Excel, I get a list of the Elements, but they ‘lose’ their unique WBS codes.

Is there a way to achieve this?! Many thanks in advance.

Screenshot 2020-12-14 113455|690x415

Hi guyharris,

Thank you for your post. As I know, the Export Excel feature (Project > Export > Excel) does not cover WBS. May I know which feature you are referring to?

Best regards,
Jick Yeung

Hi Jick,

Thanks for your reply.

The WBS / Breakdown Structure IS contained in the Excel, but the numbering structure is not. See attached screenshot. The entities are simply listed with a straight numerical reference.


Hi Guyharris,

Sorry that the “fully qualified” code is for display only. Features like export Excel and XML will show the exact values stored in the model, which is the single numbers as you can see in the content of the Excel. I have forwarded your post to our team as a feasibility request. When there is any update, I will post again.

Best regards,
Jick Yeung

Thanks Jick.

As a workaround, is it possible to select the table in Hierarchy View, as per the screenshot? If so, it could be pasted into Excel. This would satisfy my needs in fact.

If so, how do I get to that view? :slight_smile:

Many thanks again!

Hi Guyharris,

I just think of a way to output the diagram with the element details, including their codem into a Word document… Not sure if it can help. Here are the steps:

  1. Create a Grid diagram
  2. List elements in the Grid diagram
  3. Configure the grid to show the “Full Code” column
  4. Create a report via Doc. Composer
  5. Drag the Grid onto the report
  6. Export the document as a Word document.

I have captured a video to show you how it works. Please watch at:

Best regards,
Jick Yeung

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Jick … I am seriously impressed and thankful. This means I can use VP as the main repository for my PBS, and I will therefore take out a subscription: thank you SO much.


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Hello Guy,

Thank you very much. If you have other questions, please feel free to let us know. Have a nice weekend! :slight_smile:

Best regards,
Jick Yeung